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Think Macro by H2O AM

Think Macro by H2O AM

Auteur(s): H2O Asset Management
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Think Macro: a podcast by H2O Asset Management where we go beyond the headlines to explore the forces shaping the global economy. Each episode offers a deep dive into macroeconomic trends, long-term shifts, and the strategic dynamics driving markets. Hosted by Ausha. See ausha.co/privacy-policy for more information.H2O Asset Management Podcasts
Épisodes
  • The End of One Model, the Rise of Another? American Exceptionalism in question
    Jul 4 2025

    After decades of US economic exceptionalism, driven by consumption, innovation, and financial dominance, cracks are appearing in the model. The return of inflation is constraining the Fed in its ability to sufficiently ease financial conditions in a downturn, and the US Treasury in its capacity to stimulate the economy without triggering a negative reaction from investors.

    With fewer economic levers at its disposal, the US appears naturally headed for a slowdown, an outcome that may not necessarily be bad news for the rest of the world.

    Meanwhile, China is asserting itself more strategically. Having already reduced its trade dependence on the U.S., it possesses the tools to transform its economy toward a model more focused on consumption rather than manufacturing.


    This podcast is distributed for informational purposes only and does not constitute advice, an offer or solicitation by or on behalf of H2O AM to buy or sell any securities, related financial instruments or other products, or to engage in any trading strategy in any jurisdiction. The analyses and opinions contained in this document represent the views of the author(s) referenced as of the date indicated and are subject to change without notice.

    Before investing in any product, investors should fully understand the risks, including the market risk associated with the issuer, the financial benefits and the suitability of such products, and consult their own advisors. Investors should be aware that the value of an investment and the income derived from it may fall as well as rise, and that past performance is not a guide to future performance.


    Hosted by Ausha. See ausha.co/privacy-policy for more information.

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    40 min

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